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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,540 | $57,057+85.0% | $85,009+24.2% | $80,874+30.5% |
| Participation rate | 12.6% | 56.4%-43.7pp | 67.5%-54.9pp | 67.6%-55.0pp |
| Annual return | 11.86% | 21.66%-9.8pp | 66.47%-54.6pp | 35.62%-23.8pp |
| Employer contribution / active EE | $0 | $1,799-100.0% | $2,728-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,071 | $3,112-65.6% | $4,522-76.3% | $4,297-75.1% |
| Admin fee / account holder | $13,168 | $4,986+164.1% | $6,153+114.0% | $6,935+89.9% |